Client Account Services Specialist

5 days ago


Bournemouth, United Kingdom JPMorganChase Full time

Job DescriptionWe offer unique opportunity to serve as a subject matter expert and perform advanced/complex customer onboarding by consulting with the business and customers to meet key deliverables.As a Client Account Services Specialist - Associate in the Margin Services Service Delivery Team, you will be a part of team that is a client facing group whose core responsibilities include managing advanced / complex client account onboarding, consulting & guiding clients through account opening, closure & maintenance requirement as well as managing client & internal partner queries related to account reference data.Job ResponsibilitiesDevelops on-boarding strategies for major implementations aligning priorities appropriately in order to meet deadlines Manages end-to-end account activities projects including fund launches, closures, mergers, and remediation'sManages the end to end client queries and provides guidance to clients on account request requirements Identifies and executes process improvements and provides support on key process and technology initiatives; identifies opportunities to eliminate manual processes by leveraging digital toolsDevelops strong working relationships with key internal partners to provide seamless client delivery and identifies opportunities for process improvements with focus on quality, efficiency and timelinessMaintains a comprehensive knowledge of the account opening and maintenance work flow and end-to-end ownership of all related requirements including SLAs & KPIsDevelops and maintains email workflow tool including reference and static data detailed information, responsible for reference/static data integrity, quality control checks and processesRequired Qualifications, Capabilities, And SkillsStrong time management skills, self-directing and capable of dealing with high pressure, time sensitive tasksAbility to demonstrate flexibility and operate in a changeable environment Organizational, analytical and problem resolution skillsStrong teamwork and influencing skillsOral and written communication - ability to effectively interface with clients and internal partnersMS Office skillsClient relationship managementPreferred Qualifications, Capabilities, And SkillsCollateral and/or Tri-Party workflow, product, processes and procedures knowledgeWider Securities Services industry knowledgeExperience with digital tools – Xceptor, Tableau, AlteryxABOUT USJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About The TeamJ.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.



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